Saved Views

As a default, Tend has a couple of default "saved views" that populate the information in your dashboard in different ways.

Identified Contacts (Default View)

This view includes contacts who have been identified, usually by entering their email address on a form on your website. The contacts are sorted based on the time/date they were first identified.

This is useful when you want to focus only on contacts who have entered an email on your site. (Ie leads, customers or contact requests).

All Contacts (Alternative Default View)

This view includes both identified contacts and anonymous contacts, sorted by the most recent visit. This a live, chronological view of everyone visiting your site.

How to create custom views

When you change the setting on any view, you’ll see the dropdown button text change to “Save View”. Click this button and you can save any combination of settings you want.

You can save any configuration on the Tend dashboard as a “saved view”. Saved views allow you to quickly return to a configuration by clicking the view dropdown in the upper right corner of the dashboard.

To create a new view, just change the configuration of the dashboard and click “Save view”.

Here are some ideas on other useful saved views:

Referrer

Scenario: You want to see if a certain referrer is driving customers, or visitors who return often.

Example settings:
Referrer = Facebook

Referrer + Parameters

Scenario: You have more than one ad running on Facebook and want to see which contacts are coming as a result of those ads.

Example settings:
Segment = Customer
Referrer = Facebook
Edit columns = utm_campaign AND utm_content

Referrer + Parameters + Segment

Scenario: You have more than one ad running on Facebook and want to see which of those ads are driving customers.

Example settings:
Segment = Customer
Referrer = Facebook
Edit columns = utm_campaign AND utm_content

Segment + Session count

Scenario: You want to see which contacts are most engaged or interested.

Example settings:
Segment = lead
Session Count > 3

Segment + Entry page

Scenario: You want to see which blog posts are driving leads.

Example settings:
Segment = Leads
Entry Page -> Contains -> Blog

Segment + Entry page + UTM parameters

Scenario: You want to see if an ad, paired with a certain landing page drove leads.

Example settings:
Segment = Leads
Entry page = /lp/half-off
utm_campaign = half_off

UTM parameter + Anonymous contacts

Scenario: You have an ad running and it hasn't generated contacts yet, but you want to see how engaged visitors are.

Example settings:
creative = 123456 Contacts = all contacts

All UTM Parameters

Scenario: You want to look at all contacts to see if they came as a result of any ads you have running.

Example settings:
Edit columns = utm_campaign AND utm_source AND utm_medium

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